5 tips for a successful JIRA – Confluence integration


Posted by
Aude DUSACRE

February 2, 2017

Use JIRA? Use Confluence? Feel like you have two different tools completely disconnected from one another, rather than a unique, powerful and flexible collaborative and integrated platform? If so, this article is for you!

Here we’ll  focus on five native features that connect JIRA and Confluence so you can really start unleashing the power of your collaborative platform – let’s go.

1. List your JIRA issues within Confluence

The JIRA Issues macro provides a simple way to list your JIRA issues within Confluence. Here’s how it works:

1. Open a Confluence Page of your choice in Edit mode

2. Set the focus on the spot where you want to insert your list of issues within the Rich Text Editor

3. Select the JIRA Issues macro from the Macro Browser (as pictured below)

Lister vos demandes JIRA dans Confluence

4. Insert your list’s criteria on a JQL format (as pictured below)

Paramétrage de la macro JIRA Issue à l'aide du JQL

The result should look like this:

 demandes jira dans confluence2

2. Create your JIRA issues from Confluence

You can also use the JIRA Issues macro to create your JIRA issues directly from Confluence. In order to do so, select the Create New Issue tab – instead of the Search one – from that macro’s configuration panel. Then fill in the fields.

create new issue-en

Note that if your Confluence version is 5.4 and above, you can also create a JIRA issue from a text selected in Confluence with the following process:

1. Go to the Confluence Page of your choice

2. Select the text from which you want to create your issue as pictured below

selection de texte dans Confluence3. Click on the “Create JIRA Issue” from the contextual menu that appears

create jira issue from text4. The issue creation form appears… it’s up to you!

formulaire de creation des demandes-en

3. Display your JIRA dashboards in Confluence

It is also possible to display your JIRA dashboard’s gadgets within Confluence, after having applied the registration procedure described here. Registered gadgets can then be exploited from the Confluence macros browser, as shown in the picture below.

Les gadgets JIRA dans le navigateur de macro Confluence-en

4. Display your Confluence pages within JIRA’s dashboards

Conversely, the Confluence Page Gadget lets you view a Confluence page in JIRA. It is actually a Confluence gadget which becomes available in JIRA when the JIRA-Confluence Application Links have been configured. Once set up, the Confluence Page Gadget appears in the JIRA’s Gadget Directory, as shown below.

Le Confluence Page Gadget

Its configuration consists in the selection of the page you want to display – and its space.

Paramétrage du Confluence Page Gadget The end result should look like this:

page confluence sur un tableau de bord JIRA-en

5. Link your JIRA issues to Confluence pages

Lastly, those of you who are the the most familiar with Atlassian products know that it is possible to link a JIRA issue to a Confluence page through a basic three-step process:

1. Click on the “Link” button from the More menu on the screen view of your JIRA issue

le bouton lien sert aussi a lier des demandes JIRA et des pages Confluence-en

2. Select the Confluence Page tab as shown in the picture below

 

onglet Page Confluence qui permet de lier une page Confluence a une demande JIRA-en

3. Enter the URL of the Confluence page to which you want to link your issue

selection de la page confluence-en

It’s done!

resultat final liaison jira-confluence-en

Ps: This last feature only works for JIRA version 5 and above.

Conclusion

Over the past few years, Atlassian has worked hard to reinforce JIRA-Confluence integration, especially for releases above Confluence 5.0 and JIRA 5.2. The features presented in this article do not require any add-ons or custom development, but prior configuration is necessary.

If you want to go more in depth with the creation of Confluence pages based on JIRA issues, you can read our article where we show you how to do it with Exocet.

Need more information or guidance on this topic? Our JIRA and Confluence experts are also here to help. Please, feel free to leave a comment below, or meet us during one of our training sessions.

  • Dave Truman

    Thanks for the response. I actually discussed with a Valiantys staffer over Twitter and tried to do exactly that. However, there is currently a bug in Confluence Cloud that prevents this from working, so Atlassian cannot add it. (sadpanda) The bug can be viewed (and voted up) at https://jira.atlassian.com/browse/CONF-35959

  • Aude Dusacre

    Hi Dave,

    If you’re onCloud, you will have to raise a support ticket on Atlassian to request them to add it to your instance 😉

    Regards,
    Aude

  • Dave Truman

    Nice article. I do most of these and they work well.
    For #4 (Display your Confluence pages within JIRA’s dashboards) does that work on Cloud or just Server? Because I’m on Cloud and I don’t see the Confluence gadget in my JIRA..
    Cheers,
    -dave